Summary

Financial Language that is 400% More Engaging*

Learn how to effectively educate consumers

Date/Time: Thursday, March 17, 2022 at 11:00 AM ET

Join us for a virtual Simplicity Annuity University and receive detailed findings from the largest study ever conducted on the language of financial services.

You will walk away with:

  • Research: Learn specific phrases that have been identified as more interesting or important by 13,000 investors on topics like: retirement plans, risk, fees, and more.

  • Training: Understand how to effectively utilize key questions and phrases proven to be powerful in your process.

  • Resources: Receive an interactive workbook with communication strategies and scripts that will help make an immediate connection with your clients and prospects.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

*2018 Guaranteed Lifetime Income Study (GLIS), conducted by Greenwald & Associates and CANNEX.

2039072-0222

Overview

Title: Simplicity Annuity University: Financial Language that is 400% More Engaging

Date: Thursday, March 17, 2022

Time: 11:00 AM Eastern Daylight Time

Duration: 2 hours, 30 minutes

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